Chris Sanger

Financial Advisor

Contact Me
Chris Sanger

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

First-Class Financial Advisory Solutions

First class business in a first class way with a focus on ultra high net worth households. My clients receive tailored financial strategies with a focus on their best interest: Above all.

I am committed to putting our working relationship first, helping to ensure that your financial future and legacy is given the time, due diligence, and care necessary to maximize your potential for success.
I’d be happy to have the conversation with you to learn more about your goals for your financial future and your dreams for your legacy. Call or message today.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • Institutional Services
  • Defined Contribution Plans
  • Business Planning
  • Corporate Retirement Plans
  • Corporate Cash Management
  • Corporate Trust Services
  • Executive Financial Services
  • Stock Option Plans
  • Stock Purchase Plans
  • Endowments and Foundations
  • 401(k) Rollovers
  • 529 Plans
  • Estate Planning Strategies
  • Trust Services*

Securities Agent: CA, CO, IA, MA, OH, TX; General Securities Representative; Investment Advisor Representative


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 112 E Pecan Street Suite 1500
  • San Antonio, TX 78205


    Education

    Education

    • Master of Business Administration, 4.0 GPA

      Texas A&M University - Kingsville

      Certificate in Energy Finance & Logistics

    Our Clients

    Clients

    Practice focuses on wealth accumulation & preservation, retirement planning, and institutional advancement strategies. Advisory solutions are tailored to each client specifically, with a mutual understanding that 'cookie-cutter' or 'one-size-fits-all' financial advice doesn't define our practice.

    Primary objectives are to listen to each of your unique needs and actually understand them. After all information is gathered in detail and all parties involved have collaborated, we do our homework to put together a plan that is specific to you, your household, and your business. Next, we advise of the recommended course of action, and help implement a strategy that is specific to each individual situation, all while providing frequent and clear communication throughout our working relationship to help maximize the potential that a favorable outcome will occur.

    The firm offers unmatched capabilities to individuals and organizations who have diverse and sometimes complicated financial matters. Thus, opportunities are available to connect with leadership of the firm and with departments within the firm that have expertise in a particular field, meaning that no boundaries exist to the level of service you receive. Call today and let's get started on planning for your financial future.

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    More From Morgan Stanley

    Ready to start a conversation? Contact Chris Sanger today.

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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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